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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
251
Chesley Taft & Associates
Illinois
$738K -$19.2K -550 -3%
Group One Trading
252
Group One Trading
Illinois
$722K +$180K +5,172 +38%
FFA
253
Farther Finance Advisors
California
$720K +$62K +1,780 +10%
LIP
254
Lighthouse Investment Partners
Florida
$714K -$738K -21,177 -53%
WG
255
Winton Group
United Kingdom
$704K -$888K -25,500 -58%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$703K -$26K -746 -4%
IWC
257
Integrated Wealth Concepts
Massachusetts
$700K +$292K +8,386 +84%
AAP
258
Arax Advisory Partners
Colorado
$692K +$618K +17,724 +3,853%
QCG
259
Quadrant Capital Group
Ohio
$686K +$529K +15,197 +540%
MCA
260
MSH Capital Advisors
Arizona
$669K – – –
NW
261
NewEdge Wealth
Pennsylvania
$662K +$124K +3,545 +26%
CGH
262
Crossmark Global Holdings
Texas
$657K +$202K +5,800 +51%
Lido Advisors
263
Lido Advisors
California
$654K +$591K +16,955 New
X
264
Xponance
Pennsylvania
$647K -$28.6K -820 -5%
RT
265
Rockland Trust
Massachusetts
$642K – – –
FPAS
266
Focus Partners Advisor Solutions
Missouri
$638K +$584K +16,766 New
BHC
267
Bull Harbor Capital
Maryland
$637K +$583K +16,740 New
MCM
268
MAI Capital Management
Ohio
$637K +$484K +13,879 +497%
Wealthfront Advisers
269
Wealthfront Advisers
California
$637K -$11.3K -325 -2%
CAM
270
Claret Asset Management
Quebec, Canada
$625K +$59.9K +1,720 +12%
AIC
271
Archer Investment Corporation
Indiana
$621K – – –
CL
272
Choreo LLC
Illinois
$619K +$40K +1,149 +8%
CFG
273
Capital Financial Group
Colorado
$612K +$560K +16,067 New
DZ Bank
274
DZ Bank
Germany
$606K – – –
Jones Financial Companies
275
Jones Financial Companies
Missouri
$605K +$63.1K +1,810 +13%